HeyJaredGlobal Thinking
Welcome to Global Thinking, the podcast where we explore the intersection of global macro investing, geo-political tensions, and financial advice.
- Indexed episodes, last 90 days
- 1
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- Aug 13, 2026
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- Aug 13, 2026
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Signal or Noise? Staying Cool in a Hot Money World (opens the original)
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A young hedge fund manager built his entire investment thesis around one idea: artificial intelligence would reshape the world. His conviction was so strong he named his fund Situational Awareness . For a while, it looked brilliant. Then reality intervened. What does that teach investors today? In this episode of the Global Thinking Podcast , Rob Duncan sits down with Forstrong CEO and CIO Tyler Mordy to discuss his latest paper, Situational Unawareness: Staying Cool in a Hot Money World , and w
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